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Effective and Creative Uses of Charitable Remainder Trusts

July 15, 2014 | Firm Event

Charitable remainder trusts play an important role in the world of planned giving, providing a stream of income to the donor or other beneficiary for a defined period and a gift to charity when that period ends. These trusts can be customized in many ways to best achieve a donor’s goals and can be funded with a variety of assets. This presentation will briefly review the basics of charitable remainder annuity trusts and charitable remainder unitrusts, then discuss effective and creative uses of charitable remainder trusts with assets such as real estate, family business interests, tangible personal property, and farm crops or machinery.

Gray Plant Mooty is recognized as one of the leading corporate law firms in Minnesota and one of the top franchise firms in the world. Our roots go back to 1866. Today, we are a full-service firm with nearly 180 attorneys and offices in Minneapolis and St. Cloud, Minnesota; Washington, D.C.; and Fargo, North Dakota.